Your Personal CFO

With Baer Wealth as your Personal CFO, you can focus your time on what matters most.

Our job is to build and protect wealth for our clients by focusing on the entirety of their financial lives — managing investments, utilizing sophisticated planning strategies, and collaborating with other expert advisors (CPA, attorney, etc.).

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Are we a good fit? We work with people who are serious about building wealth and who wish to delegate financial planning and investment management to an expert so they can focus on what matters most to them.

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Fiduciary

We provide objective advice and complete honesty. We will always advise you of – and do – what is in your best interest.

When it comes to managing money, we use decades of academic research to construct portfolios that are built with the long view in mind.

We don’t chase returns, we help manage risk.
We don’t try to time the market, we let markets work.
We don’t invest based on what we “think” will or won’t happen based on gut feelings; we create a plan and stick to it.
We don’t act in a way that is reactionary to investment noise; we stay focused on long-term progress.

Sound financial planning goes beyond just investments - it accounts for mitigating taxes, effective transfer of assets, proper risk reduction, charitable gifting strategies, and so much more.